Business Details
Your Trusted Accounting Partner in Portland
Perkins & Company PC is a Portland-based accounting firm that combines sophisticated, big-firm resources with local-firm warmth and responsiveness. Our team of certified professionals specializes in client accounting, tax planning, business advisory services, and risk management, serving industries including real estate, professional services, and technology. With a 1:7 executive-to-staff ratio, we prioritize personalized attention, proactive strategy, and community involvement, supporting over 65 nonprofit organizations and maintaining a 9/10 client satisfaction score. Our culture emphasizes collaboration, innovation, and a commitment to helping clients build legacies through expert financial guidance. 
Services
Client Accounting
Tax Services
Business Advisory
Outsourced CFO
Assurance Services
Risk Management
SOC Reports
Expatriate Tax
Employee Benefit Audits
Highlights and features
- 1:7 executive team to staff ratio ensures direct access to top talent
- 62% female shareholders demonstrating industry-leading diversity
- 9/10 client satisfaction score from verified clients
- Specialized expertise in real estate, technology, and nonprofit sectors
- Active community involvement with 65+ nonprofit partnerships
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Public Company Accounting Oversight Board (PCAOB)
What people say
Brightest associates
Proactive tax planning
Thorough reviews
True partner
Exceptional service
Services
Client Accounting
Our client accounting services provide comprehensive financial support including bookkeeping, payroll assistance, and management reporting. We handle transaction analysis, bank reconciliations, and year-end closing to ensure accurate financial records. Our cloud-based technology and audit-ready processes help businesses maintain compliance while focusing on growth initiatives.
Tax Services
We offer full-spectrum tax services covering federal, state, and international tax compliance. Our experts specialize in multistate tax planning, research credits, and entity structuring while providing audit defense and dispute resolution. The team helps clients minimize tax exposure through strategic planning aligned with business lifecycle needs.
Business Advisory
Our business advisory services focus on strategic financial planning, risk management, and performance optimization. We help clients with merger due diligence, operational efficiency improvements, and customized financial strategies. The service includes outsourced CFO solutions and industry-specific consulting for real estate and technology companies.
Assurance Services
We provide audit, review, and compilation services with a focus on employee benefit plan audits and risk assessment. Our assurance team follows risk-based methodologies while leveraging technology for paperless workflows. The service includes SOC report preparation and compliance support for public companies.
Risk Management
Our risk management services include internal audits, IT governance, and SOC report preparation. We help technology companies and service providers establish controls for data security, regulatory compliance, and operational efficiency. The team includes certified IT auditors and former AICPA committee members.
People
Jared Holum
Shareholder, President
Jared Holum leads Perkins & Company PC as President with extensive experience in accounting and business strategy. He focuses on delivering client-centered solutions while maintaining the firm's commitment to community involvement and industry leadership.
Brigitte Sutherland
Shareholder, Tax Practice Leader
Brigitte Sutherland heads the tax practice at Perkins & Company PC, specializing in complex tax planning and compliance. With deep expertise in federal and international tax matters, she provides strategic guidance to businesses and high-net-worth individuals.
Travis Irving
Shareholder, Assurance Practice Leader
Travis Irving leads the assurance services team at Perkins & Company PC, bringing expertise in audit methodologies and compliance frameworks. He specializes in employee benefit plan audits and SOC report preparation for technology and service organizations.
Jennifer Elder
Shareholder
Jennifer Elder serves as a shareholder at Perkins & Company PC with a focus on employee benefit plan audits. She contributes to AICPA committees and brings specialized knowledge of DOL compliance requirements to her audit engagements.
Lisa Zauner
Shareholder
Lisa Zauner provides risk management and internal audit services at Perkins & Company PC. With experience in IT governance and compliance, she helps technology companies establish effective controls and achieve SOC reporting requirements.
Questions
What accounting services does Perkins & Company PC & Co offer?
We provide client accounting, tax planning, business advisory services, outsourced CFO solutions, assurance services, risk management, and specialized industry support for real estate, technology, and nonprofits.
How does Perkins & Company PC & Co handle tax planning for businesses?
Our tax experts offer strategic planning for federal, state, and international tax compliance, including entity selection, merger tax consulting, and optimization of tax credits and incentives.
What are SOC reports and why are they important?
SOC reports validate your system controls for security and financial reporting. We help technology companies and service providers achieve SOC 1, SOC 2, and SOC 3 compliance to build client trust.
Do you offer outsourced CFO services?
Yes, our outsourced CFO services include fractional CFO, controller support, and project-based consulting to provide strategic financial leadership without full-time executive costs.
How does Perkins & Company PC & Co support nonprofit organizations?
We offer specialized accounting and tax services for nonprofits, including compliance support, grant reporting, and strategic financial planning tailored to mission-driven organizations.
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